RFA
Reilly Financial Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.55M | Sell |
14,675
-1,038
| -7% | -$180K | 0.19% | 83 |
|
|
2021
Q3 | $2.38M | Sell |
15,713
-890
| -5% | -$135K | 0.2% | 76 |
|
|
2021
Q2 | $2.34M | Sell |
16,603
-99
| -0.6% | -$13.9K | 0.19% | 81 |
|
|
2021
Q1 | $2.03M | Buy |
16,702
+616
| +4% | +$75K | 0.18% | 89 |
|
|
2020
Q4 | $1.88M | Sell |
16,086
-199
| -1% | -$23.3K | 0.18% | 89 |
|
|
2020
Q3 | $1.87M | Sell |
16,285
-1,971
| -11% | -$226K | 0.2% | 77 |
|
|
2020
Q2 | $1.96M | Buy |
18,256
+816
| +5% | +$87.6K | 0.23% | 69 |
|
|
2020
Q1 | $1.51M | Sell |
17,440
-96
| -0.5% | -$8.3K | 0.22% | 71 |
|
|
2019
Q4 | $1.95M | Buy |
17,536
+175
| +1% | +$19.5K | 0.22% | 77 |
|
|
2019
Q3 | $1.74M | Sell |
17,361
-1,335
| -7% | -$134K | 0.21% | 80 |
|
|
2019
Q2 | $1.87M | Sell |
18,696
-321
| -2% | -$32K | 0.23% | 82 |
|
|
2019
Q1 | $1.79M | Sell |
19,017
-677
| -3% | -$63.6K | 0.23% | 85 |
|
|
2018
Q4 | $1.57M | Buy |
19,694
+1,480
| +8% | +$118K | 0.23% | 86 |
|
|
2018
Q3 | $1.51M | Buy |
18,214
+100
| +0.6% | +$8.27K | 0.2% | 85 |
|
|
2018
Q2 | $1.49M | Buy |
18,114
+17,962
| +11,817% | +$1.47M | 0.21% | 82 |
|
|
2018
Q1 | $13K | Buy |
+152
| New | +$13K | ﹤0.01% | 593 |
|
|
2013
Q3 | – | Sell |
-37
| Closed | -$1K | – | 774 |
|
|
2013
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 802 |
|